What are the responsibilities and job description for the Planning Consultant position at Empower?
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
The Planning Consultant engages Empower's customers in personalized consultations to expand relationships and deliver delightful experiences. This individual develops a deep understanding of Empower’s services and quickly matches appropriate services to customer needs. The successful consultant is a motivated self-starter with a deep desire to help people and build a career in financial services. Responsibilities include both inbound and outbound phone calls, and those that thrive in fast-paced environments with flexible daily activities are most successful.
What you will do
Develop relationships with clients through proactive outreach and helpful experiences
Interact and help customers who are past onboarding to deepen relationships and encourage interaction with our advisors and planners
Partner with planners and advisors through referrals to ensure that we deliver meaningfully differentiated experiences based on customer needs
Manage a queue of outbound tasks to engage clients around their available financial planning options, help with immediate needs, and set the next step for their interactions with Empower
Handle inbound calls as needed to orient customers to Empower and help with best interest advice calls in times of high volumes
Use online planning tools and conversation guides to enhance conversations and experiences
Meet monthly performance expectations and implement coaching to achieve goals
What you will bring
Bachelor’s degree or an equivalent combination of education and professional work
FINRA S 7 & 63 registrations required within corporate-established timelines
FINRA fingerprinting required
What will set you apart
Demonstrated success in performance roles or other similar experience
Experience managing multiple priorities and ability to handle stressful situations and customer interactions consistently
Consultative skills to understand needs and present customer-focused solutions
Working knowledge of Microsoft Office software and ability to learn new technology systems
Previous experience in inbound and outbound phone roles
PJPW
- Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT / OPT.
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
Base Salary Range
54,200.00 - $74,600.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and / or skill level and will be finalized at the time of offer.
Equal opportunity employer
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
Job Posting End Date at 12 : 01 am on :
02-06-2025
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Workplace Flexibility : Remote - Nationwide
Salary : $54,200 - $74,600
